BWA
TNA icon

Burt Wealth Advisors’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Burt Wealth Advisors’s Portfolio TNA Stock Details TNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-800
Closed -$40K – 388
2016
Q4 		$40K Buy
800
+600
+300% +$26K 0.04% 183
2016
Q3 		$7K Buy
200
+100
+100% +$3.76K 0.01% 296
2016
Q2 		$3K Sell
100
-200
-67% -$6.09K ﹤0.01% 350
2016
Q1 		$9K Buy
+300
New +$7.24K 0.01% 336
2015
Q1 		– Sell
-200
Closed -$8K – 369
2014
Q4 		$8K Buy
+200
New +$7.16K 0.01% 253

Other funds holding TNA

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Burt Wealth Advisors's TNA Position: Q1 2017 in Review

Burt Wealth Advisors sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2017, closing a stake of 800 shares — an estimated $40K sold.

Burt Wealth Advisors first reported a position in TNA in Q4 2014 and held it in 5 quarters. The position peaked at $40K in Q4 2016. 36 funds tracked by Wall St. Rank hold TNA as of Q1 2017.

  • Burt Wealth Advisors reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q1 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 800 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2017, an estimated $40K.
  • Burt Wealth Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2014 and held it in 5 quarters.
  • Burt Wealth Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $40K in Q4 2016.
  • 36 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.